Introduction to the Modeler

The Modeler is where you view, edit, and configure models.

Note
Some of these Modeler features may not be available, or may look different, with live data models.
Model types

First, to get to the Modeler, you need to create a model, or open an existing model from the Files list. These are the model types that you'll see in the Files list:

Model
Model based on a live data connection
Dimensions screen

There are two screens in the Modeler: Model, and Data Management. When you open an existing model, its contents are shown on the Model screen:

  1. Dimension list
  2. Model Details pane

The Model screen shows you the dimensions in your model, the number of members and hierarchies in each dimension, and any attributes that have been defined for the dimensions. On the right, the Model Details pane shows you the model settings, datasources, and other information about the model.

You can choose between the grouped view, where dimensions are grouped according to dimension type, or a simple list view:

When you select a dimension, the view changes to show you detailed information about the dimension, and the Dimension Settings pane at the right:

You can choose between the list view, where dimension members and their properties are shown in a non-editable list, or the grid view, where you can make changes to the dimension's values and properties:

The Dimension Settings pane shows you information about the selected dimension, and lets you define hierarchies, create calculations, and change properties and settings.

If you select a dimension member, the pane at right switches to the Member Details pane, which displays information about the selected member. You can switch back and forth between Dimension Settings and Member Details:

Data Management screen

When you create a new model, the Data Management screen appears, to help you upload data to your model:

  1. Draft Sources
  2. Import Jobs
  3. Export Jobs
  4. Data Timeline

On the Data Management screen, you can refresh, delete, and schedule data refreshes for specific datasources and dimensions. You can also import data into a model, export model data, or start a refresh job. If you select multiple items, you can apply actions to all of them at the same time.

You can name scheduled jobs to describe the entire job, instead of having to rely on individual query names. To edit the name of a data refresh job, select (edit) next to the job's name and type a new name.

For more information about refreshing data in models, see Updating and Scheduling Models.

Draft Sources

These are draft datasources, meaning that data has been uploaded to SAP Analytics Cloud, but hasn't been saved to a model yet.

Import Jobs

Think of an import job as a connection between your model and a datasource that you imported data from. In some cases, for example if you import data from a file on your local computer, the import job just provides information about the data import. But in many other cases, the import job can be re-run, and scheduled, so that you can re-upload data periodically from that same datasource to your model. For more information, see Updating and Scheduling Models.

Export Jobs

If you want to reuse your model data in other systems, you can export the data, and in some cases schedule export jobs to run periodically. For more information, see Exporting Data.

Data Timeline

On the right, the Data Timeline shows the status of your data import, export, and refresh jobs. When you select a source, you can see the timeline specific to that job.

This is what the status messages mean:

  • Imported Successfully - The data was imported with no errors.
  • Next scheduled refresh - The next time a scheduled refresh will occur.
  • Refreshing - The refresh job is in progress.
  • Refresh failed - The refresh job failed and no data was imported.
  • Refreshed Successfully (Download Rejected) - The source was refreshed partially but some rows were rejected.
  • Refreshed Successfully - The source was refreshed successfully.
Dimension grid view

When you switch to the grid view, the dimension's contents are shown in an editable grid:

The data objects shown in the grid are:

  • Dimension name.
  • Dimension attributes and properties: Member ID, Description, and so on.
  • Dimension members: Discount, Gross_Margin, and so on.
Using Modeler features

These are some of the helpful features available in the Modeler:

  • Filter a dimension: When you select a dimension to view the dimension details, you can filter out members that you're not interested in.
    1. First, select the Filter button in the toolbar:

    2. Next, select (Add Filter).
    3. Choose a dimension property or hierarchy to filter.
    4. Type your filter text, and select Add Filter.
    5. Repeat steps 2-4 to add more filters.

    Note: filtering doesn't apply to data that hasn't yet loaded from the server due to pagination.

  • Search for members: Type a search string to find dimension members:

  • Custom properties: You can add custom properties (columns) to dimensions. Click the Create New Property button in the Dimension Settings panel.

  • Column menu: This menu appears when you select a column header.

    • : Sort the column.

      Note: sorting doesn't apply to data that hasn't yet loaded from the server due to pagination.

    • : Hide the column. You can also select Show Columns to show or hide any columns:

    • : Pin the column. Pinned columns stay displayed at the left side of the grid when you scroll to the right. To unpin a column, select the icon again, or drag the column out of the pinned area.
  • Data validation and error highlighting: As you work, the model is continually scanned for data irregularities. Any errors are reported by the Validation icon in the toolbar:

    When grid cells contain errors, you can also select the cell for more information:

  • Add a formula: In the Formula column, select the icon to open the Advanced Formula Editor.

    Press Ctrl + Space to see the available formulas, and then highlight a formula in the list to see a detailed description of the formula:

  • Moving columns: You can rearrange columns in the grid by dragging their headers.

  • Context-sensitive copy: If you have cells containing the values Cell1 and Cell2, when you select both cells and copy to the cells below, the cells will be populated with the values Cell3, Cell4, and so on.

  • Account labels: For account dimensions, you can type custom labels for the Units & Currencies column:

  • Keyboard navigation: You can use these keys while working in the grid:

    Keys Action
    Space Opens a cell for editing (same as double-clicking a cell)
    Enter Move down 1 cell
    Shift + Enter Move up 1 cell
    Tab Move right 1 cell
    Shift + Tab Move left 1 cell
    Page Down Move down 1 page
    Page Up Move up 1 page
    Alt + Page Down Move right 1 page
    Alt + Page Up Move left 1 page
    Ctrl + Shift + Space Select all
    Space, t, and f

    In columns with check boxes, for example the Hide column, the Space key toggles the check box, while t (true) selects it, and f (false) deselects it.